| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 21,580,50521.6M | $536M | — | ADD 4% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,241,1181.2M | $31M | — | ADD 1725% |
| 3 | StoneX Group Inc. | 961,768961,768 | $24M | — | ADD 4% |
| 4 | GC Wealth Management RIA, LLC | 154,865154,865 | $4M | — | — |
| 5 | Marble Harbor Investment Counsel, LLC | 129,845129,845 | $3M | — | ADD 399% |
| 6 | JPMORGAN CHASE & CO | 99,30999,309 | $2M | — | TRIM -21% |
| 7 | Quantinno Capital Management LP | 82,45382,453 | $2M | — | TRIM -32% |
| 8 | FRANKLIN RESOURCES INC | 63,83063,830 | $2M | — | TRIM -17% |
| 9 | LPL Financial LLC | 56,26656,266 | $1M | — | — |
| 10 | Haverford Trust Co | 32,21032,210 | $800,096 | — | — |
| 11 | COMMERCE BANK | 21,46221,462 | $533,116 | — | NEW |
| 12 | Bank of New York Mellon Corp | 17,64717,647 | $438,351 | — | — |
| 13 | Cresset Asset Management, LLC | 9,2509,250 | $229,770 | — | — |
| 14 | Clearstead Advisors, LLC | 6,8356,835 | $169,782 | — | TRIM -37% |
| 15 | UBS Group AG | 704704 | $17,487 | — | ADD 1971% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 29.0M | 27.9M | 56.4M | 27.8M | 20.7M | 21.6M | $536M |
| ENVESTNET ASSET MANAGEMENT INC | 1.0M | 1.0M | 1.0M | 1.0M | 68K | 1.2M | $31M |
| StoneX Group Inc. | 944K | 937K | 941K | 919K | 928K | 962K | $24M |
| GC Wealth Management RIA, LLC | — | — | — | 144K | 155K | 155K | $4M |
| Marble Harbor Investment Counsel, LLC | — | 23K | 26K | 26K | 26K | 130K | $3M |
| JPMORGAN CHASE & CO | 144K | 144K | 270K | 255K | 126K | 99K | $2M |
| Quantinno Capital Management LP | — | 131K | 121K | 121K | 121K | 82K | $2M |
| FRANKLIN RESOURCES INC | 64K | 77K | 77K | 77K | 77K | 64K | $2M |
| LPL Financial LLC | — | — | — | 47K | 55K | 56K | $1M |
| Haverford Trust Co | 32K | 32K | 32K | 32K | 32K | 32K | $800,096 |
| COMMERCE BANK | — | — | — | — | — | 21K | $533,116 |
| Bank of New York Mellon Corp | 20K | 20K | 18K | 18K | 18K | 18K | $438,351 |
| Cresset Asset Management, LLC | — | — | — | — | 9K | 9K | $229,770 |
| Clearstead Advisors, LLC | 11K | 11K | 11K | 11K | 11K | 7K | $169,782 |
| UBS Group AG | 656 | 2K | — | — | 34 | 704 | $17,487 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 15 | 24,458,067 | — | $607M |
| 2025-Q4 | 17 | 22,500,287 | — | $568M |
| 2025-Q3 | 14 | 30,609,416 | — | $806M |
| 2025-Q2 | 16 | 59,720,332 | — | $1.5B |
| 2025-Q1 | 15 | 30,485,518 | — | $718M |
| 2024-Q4 | 12 | 31,519,992 | — | $804M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
